This video covers a brief overview of the contacts section including the list of contacts, quick search, filters, adding a contact, the pipeline stage, adding and removing tags, deleting a contact and viewing a contact in detail.
Here's an overview of the Contacts section of LANA. We'll show you how to add, export, search, and filter through your contact records to stay organized. Step 1: Access your Contacts section. Navigate to Contacts. The main page displays a list of all ...
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to delete contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to your ...
Uploading your contact list is an important step to ensuring your database has all of your connections. Importing a list of contacts all at once is the most efficient, effective way to ensure your contacts are organized and contain the best data. ...
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to merge duplicate contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to ...
Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to export contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to your ...